Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Reposted YesterdaySaved
Remote
USA
77K-90K Annually
Mid level
77K-90K Annually
Mid level
Financial Services
The Private Market Specialist provides operational support, manages client subscriptions, ensures compliance, and maintains data integrity for the Private Investments team.
Top Skills: ExcelMs WordOutlookSalesforce
Reposted YesterdaySaved
Remote
USA
70K-90K Annually
Mid level
70K-90K Annually
Mid level
Financial Services
The Executive Assistant provides high-level administrative support to senior executives, managing calendars, travel, communication, and project coordination to enhance operational efficiency.
Top Skills: ExcelMicrosoft WordOutlookPowerPoint
2 Days AgoSaved
Remote
USA
30-35 Annually
Junior
30-35 Annually
Junior
Financial Services
Deliver virtual hands-on training and onboarding for client service and finance staff, maintain and update training curriculum, assess skills, provide coaching, and support day-to-day Wealth Management operational tasks (money movements, account maintenance, case management) while ensuring compliance and data integrity.
Top Skills: ExcelMs WordOrionOutlook
6 Days AgoSaved
Remote
USA
115K-130K Annually
Senior level
115K-130K Annually
Senior level
Financial Services
Oversee a fund-of-funds operations function: manage third-party administrators and auditors; perform shadow valuations, reconciliations, and capital account roll-forwards; prepare investment committee reports (IRR, MOIC, DPI/TVPI); maintain data integrity and controls; support due diligence, audits, and process improvements for alternatives investments.
Top Skills: AddeparArchBlack DiamondExcelOptoOrion
7 Days AgoSaved
Remote
USA
Junior
Junior
Financial Services
Serve as main investment contact for Wealth Advisors: consult on portfolio strategy, execute and audit portfolio implementations, transition accounts to Mercer models, manage workflows to meet SLAs, provide analytics and process improvement, and support training of new hires.
Top Skills: MorningstarExcelOrion
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Reposted 8 Days AgoSaved
Remote
USA
150K-175K Annually
Expert/Leader
150K-175K Annually
Expert/Leader
Financial Services
The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.
Top Skills: ExcelMs OutlookMs PowerpointMs Word
9 Days AgoSaved
Remote
USA
68K-80K Annually
Junior
68K-80K Annually
Junior
Financial Services
Support Regional Vice Presidents and Wealth Management teams by onboarding new clients, driving prospecting and sales momentum, coordinating events and reports, engaging channel partners, participating in prospect meetings, and ensuring smooth handoffs and excellent client experience. Occasional travel to branch offices and events required.
Reposted 9 Days AgoSaved
Remote
USA
26-33 Annually
Entry level
26-33 Annually
Entry level
Financial Services
The Tax Support Specialist assists the tax practitioner team by handling administrative and client-facing tasks, ensuring efficient workflow and client satisfaction through effective communication and organization.
Top Skills: ExcelMs WordOutlookPowerPoint
Reposted 10 Days AgoSaved
Remote
USA
125K-150K Annually
Senior level
125K-150K Annually
Senior level
Financial Services
The Sr. Manager, New Partner Compensation Programs is responsible for overseeing the compensation strategy and integration for acquired partner firms within Mercer Advisors, ensuring alignment across departments and effective execution of compensation frameworks post-merger.
Reposted 10 Days AgoSaved
Remote
USA
170K-200K Annually
Senior level
170K-200K Annually
Senior level
Financial Services
The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.
Top Skills: EmoneyMicrosoft Office SuiteMicrosoft TeamsPower BISalesforceZoom
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